DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Cpr Financial & Insurance Services, Inc.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Manuel Menendez | Hbw Advisory Services LLC other | Cpr Financial & Insurance Services, Inc. state registered | Other | Nov 2, 2015 | Apr 21, 2025 (3458 d) |
| Vincent Rocco Lombardo | Hbw Advisory Services LLC other | Cpr Financial & Insurance Services, Inc. state registered | Other | Aug 17, 2015 | Aug 25, 2015 |
| Charles Phillip Rosen | Kovack Advisors, Inc. other | Cpr Financial & Insurance Services, Inc. state registered | Other | Dec 5, 2007 | Feb 6, 2015 (2620 d) |
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3 moves match.